Overview
You might be wondering how to change caller Id in Playbooks.
Solution
To set/change the Caller ID, complete the following steps:
- Open Playbooks and click the menu button (Playbookslogo).
- Click Settings.
- Click Phone.
- Find the Caller ID section and check under Current Caller ID is:
- Click Edit.
- Select your preferred Caller ID option.
Use Team Default Caller ID – Uses the default Caller ID configured by the manager for the Team (which can be any of the below options).
Agent Number – Your direct phone number is displayed to prospects.
LocalPresence – It takes your prospect’s area code and selects a number to present to their caller ID that matches the geographical location of your prospect.
Custom Number – A custom phone number of your choice will be displayed
If the only option you see is Use Team Default Caller ID, that means your manager and administrator are managing your caller ID options. Talk to them about potential use cases where other caller ID options would be useful. - Click SAVE.
About LocalPresence
Choosing LocalPresence as your caller ID enables you to establish rapport with prospects before they pick up the phone. It takes your prospect’s area code and selects a number to present to their caller ID that matches the geographical location of your prospect.
LocalPresence doesn’t work when calling toll-free numbers because the area code for those numbers doesn’t match any geographical location. When calling a toll-free number while using LocalPrence, Playbooks displays the Agent Number instead of a LocalPresence number.
In addition to building a sense of familiarity with your prospect, you also increase the odds of contact, even if you do not connect with them on the first attempt. If a prospect misses your call and dials the number that appears on their caller ID, the call will be directed to your station phone number so you never miss an opportunity for interaction.
Testing
After clicking SAVE, you can confirm that you chose the correct option by checking in the same Caller ID section. (under Current Caller ID is:)
A review of the full process can be observed in the following video:
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